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Email examplesSequencesKantree

Kantree onboarding

10 emails over 15 days, counted from the day we signed up.

Clone this sequencePreview it for your brand
  1. Day 0First email
    Email 1 · WelcomeWelcomeGlad to welcome you on Kantree !
  2. Day 11 day later
    Email 2 · OnboardingTip 1 of 5 : create a workspace that suits your needsKantree adapts to you not the other way around
  3. Day 21 day later

What each email does

  1. Day 0First emailWelcomeWelcomeKantree welcomes new users, explains its cooperative model and collaborative project-management platform, and previews a 15-day series of tips. It invites the recipient to reply with what prompted them to try the product.
  2. Day 11 day laterOnboardingTip 1 of 5 : create a workspace that suits your needsKantree guides new users through planning and creating a workspace, with practical tips on templates, cards, and views. It previews the next email in the onboarding series and encourages inviting colleagues.
Email 3 · OnboardingTip 2 of 5 : bring the cards to lifeKantree adapts to you not the other ay around
  • Day 31 day later
    Email 4 · OnboardingTip 3 of 5 : collect the dataKantree adapts to you not the other way around
  • Day 41 day later
    Email 5 · OnboardingTip 4 of 5 : different views for a better managementKantree adapts to you not the other way around
  • Day 51 day later
    Email 6 · OnboardingTip 5 of 5 : the power of automationKantree adapts to you not the other way around
  • Day 61 day later
    Email 7 · OnboardingThose who use Kantree...Kantree adapts to you not the other way around
  • Day 115 days later
    Email 8 · Trial endingThe free trial for [First name] Studio in Kantree is about to end
  • Day 121 day later
    Email 9 · Trial endingThe end coming soon !, it is soon the end of your free trial
  • Day 153 days later
    Email 10 · Trial expiredThe free trial of [First name] Studio in Kantree has expired
  • Day 21 day later
    OnboardingTip 2 of 5 : bring the cards to lifeThe second email in a five-part sequence teaches new users how to customize cards and track activity. It includes practical tips, a customer quote, and a preview of the next lesson.
  • Day 31 day laterOnboardingTip 3 of 5 : collect the dataThe third email in a five-part onboarding series explains how to use Kantree forms to collect and track data. It shares practical tips and previews the next lesson.
  • Day 41 day laterOnboardingTip 4 of 5 : different views for a better managementThe fourth email in a signup tips sequence explains how to use timeline, calendar, dashboard, and sub-card views to track projects. It previews the next tip about automations.
  • Day 51 day laterOnboardingTip 5 of 5 : the power of automationThe fifth email in a getting-started series explains how Kantree automations can modify data, send notifications, and create dashboards. It previews practical setup examples in the next email.
  • Day 61 day laterOnboardingThose who use Kantree...Kantree shares customer examples across HR, software, and IT to inspire new users to explore possible use cases. It directs them to a database of additional examples.
  • Day 115 days laterTrial endingThe free trial for [First name] Studio in Kantree is about to endKantree reminds the organization owner that the free trial ends in three days and asks them to add payment details to avoid a service interruption.
  • Day 121 day laterTrial endingThe end coming soon !Kantree reminds the recipient that their free trial ends in two days and explains what happens afterward. It offers options to continue, book a demonstration, or share feedback if they choose not to continue.
  • Day 153 days laterTrial expiredThe free trial of [First name] Studio in Kantree has expiredExplains that the trial has ended and projects are now read-only. Shows how to restore editing access by adding a payment card, then asks what prevented the recipient from continuing.
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